Our Conference Planning Checklist provides a thorough guide to organizing every aspect of your event, from initial planning to post-conference follow-ups. This template helps you manage logistics, coordinate with speakers, and engage attendees effectively. Click Save to customize the checklist within our Checklist App, allowing you to sync tasks across devices and collaborate seamlessly with your team. Stay organized and ensure no detail is overlooked for a successful conference experience.

9 Months Before
- Seek co-sponsorship.
- Prepare a planning calendar.
- Recruit volunteers.
- Check budget and provide a cost projection sheet.
- Determine publicity/advertising schedule and call for papers.
- Determine which hotel your guests will be staying during the conference.
- Create a website for your conference.
- Set-up the registration link on the conference website.
- Create advertising brochures and call for papers.
- Advertise conference to potential exhibitors of interest.
6 Months Before
- Begin to finalize the Program Schedule.
- Determine number of brochures needed for handouts and mailing.
- Contact speakers and request vita, address and phone number, biography and head shot photo for publicity of.
4 Months Before
- Meet with catering, facilities, media services, and conference services to go over the final details.
- Consider hiring students to staff your events.
- Finalize the Program Schedule.
- Draft Conference Program.
- Update budget.
- Finalize A/V equipment needs with media services.
- Announce the conference.
- Go live for online registration and payment.
- Determine the types of giveaways if any.
- Order your gifts.
2 Months Before
- Finalize guest list.
- Confirm needs for registered exhibitors.
- Produce printed program and get schedule to PR.
- Produce conference poster, if appropriate.
- Schedule all table and chairs needed.
1 Month Before
- Finalize details and administrative responsibilities for the conference.
- Obtain local maps and information.
- Confirm catering, facilities, and media.
- Request honorarium for speakers.
2 Weeks Before
- For main speakers - email/letter should include complete, specific schedule of the speaker(s).
- For registered participants - include map, shuttle schedule, and registration times for the participant's arrival at the conference.
- For session chairs/introducers - include time of session, CV of presenter(s).
1 Week Before
- Assemble name tags.
- Assemble registration listing of participants.
- Consider sending welcome letters and agenda to the hotel for distribution upon check-in.
- Double check arrangements: confirm room reservations, particularly for afterhours or weekend times.
After the Conference
- Send thank you notes to all who helped with the conference.
- Finalize financial settlements for all speakers.

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